Adam Fernance is a financial advisor with Cambridge Investment Research Advisors in Cunningham, TN, holding Series 65 and Series 63 licenses and 11 years of industry experience. He previously worked at CUSO Financial Services, Transamerica Financial Advisors, and Merrill. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing multiple custody platforms and a range of proprietary and third-party investment strategies.

Alyssa Gibson is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Her previous roles include positions at United Community and Northwestern Mutual, as well as experience in education at Northwood University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers diverse investment strategies and utilizes advanced operational tools to support its network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Thomas Henry is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with OSAIC and was previously with Woodbury Financial Services for 19 years. In addition to his advisory role, he is a Certified Public Accountant and managing principal at Stone, Rudolph & Henry, PLC, a public accounting firm. He also serves on the Advisory Board for the College of Business at Austin Peay State University and is treasurer of the nonprofit Fuel Ministries. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with access to multiple platforms and third-party managers. The firm employs various investment tools and supports both discretionary and non-discretionary account management.

Daniel Donnellan is a financial advisor with Cetera, holding a ChFC® designation and Series 63 license, and has 39 years of industry experience. He has worked at Cetera since 2013 and previously at Jack B. Turner & Associates. Outside of his advisory role, he serves as a board member of the Kiwanis Club of Clarksville and participates in fundraising activities for the Knights of Columbus. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary options.

Dickey Knight is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2016, concurrently serving at Regions Bank since 2006. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary accounts.

Jack Turner is a financial advisor with Cetera who holds a Series 63 designation and has 57 years of industry experience. He has been associated with Cetera and its affiliated entities since 2013 and also operates his own firm, Jack B Turner & Associates Inc., which he has managed since 1965. Outside of financial services, he is chairman and part owner of Ajax Turner Co., Inc., a family-owned beer business, and serves on the boards of the Community Foundation of Middle Tennessee and the Middle Tennessee Boy Scouts. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to various third-party managers and customized investment strategies.

Jeffrey Burnett is a financial advisor with Ameriprise in Clarksville, TN, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 1996. Outside of his advisory role, Burnett serves as president on the boards of multiple nonprofit housing organizations in Louisville, KY, and volunteers as a city commissioner overseeing local infrastructure. He is also a longtime musician who performs periodically with a band. Ameriprise offers retirement-income planning services tailored for individuals approaching or in retirement with significant investable assets, combining research-driven recommendations and tax-efficient strategies delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Brian Lee is a Series 66-registered financial advisor with Thrivent Investment Management, based in Clarksville, TN. He has 9 years of industry experience, including six years of service in the US Army prior to joining Thrivent in 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning across a broad range of topics and combines planning with managed-account services under its WealthPlan option, while keeping planning and portfolio management separate.

Raymond Scannell is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and bringing 36 years of industry experience. He previously worked at Woodbury Financial, Equitable Advisors, and Mony Securities Corporation. Outside of his advisory role, he owns a honey farm and a classic car restoration business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a large network of advisors.

Nicole Schroeder is a financial advisor with Edward Jones in Clarksville, TN, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.